+481.0%
MSTR vs AMKR
+236.0%
+245.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.3% | -1.3% |
| 7D | -13.4% | +10.0% | -23.5% | -17.2% |
| 30D | -22.1% | -19.4% | -2.6% | -15.4% |
| 3M | +15.0% | -37.4% | +52.3% | +37.4% |
| 6M | -37.3% | -51.5% | +14.2% | -21.4% |
| YTD | -26.5% | -8.1% | -18.5% | -33.5% |
| 1Y | -46.5% | +13.8% | -60.3% | -56.5% |
| 3Y | +121.1% | +59.4% | +61.7% | +45.3% |
| 5Y | +37.5% | +65.9% | -28.3% | -10.6% |
| All | +481.0% | +236.0% | +245.1% | +188.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling